Archives for October 2022
UBS, Morgan Stanley use TV, film to target athlete-entertainers for wealth business
Recent heirs to retirement plans win a surprise tax reprieve from the IRS
Equity funds report record monthly outflows
Equity funds had their highest monthly net retail outflows on record in August as UK savers fled market turmoil. Funds had almost £3bn of outflows, according to new data from the Investment Association (IA), the fund managers’ trade body. August was the seventh month of net retail outflows this year, as savers took £2.6bn out […]
Equity funds report record monthly outflows
Equity funds had their highest monthly net retail outflows on record in August as UK savers fled market turmoil. Funds had almost £3bn of outflows, according to new data from the Investment Association (IA), the fund managers’ trade body. August was the seventh month of net retail outflows this year, as savers took £2.6bn out […]
Communicating Client Value By Articulating Your Solution To Their ‘Job To Be Done’
Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Although there are many ways to articulate how an advisor can create value for a client, there is no guarantee that any one particular method will resonate with every potential client. An expression of value that works for one prospect might […]
Direct filing of the Singapore GST F5 return is coming to Xero
At Xero, we are committed to helping Singapore small businesses simplify their accounting processes. And this is why we are thrilled to announce that you can now submit your GST F5 returns quickly and directly from Xero to IRAS in one click, making the filing process simpler. This means you and your advisors can pull […]
Weekend Reading For Financial Planners (Oct 8-9)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that amid the current bear market, usage of robo-advisors and other digital advice tools has plummeted, according to a recent study. This suggests that some consumers will be looking to human advisors to better understand their […]
Seccl launches digital-only paperless SIPP
Seccl, the Octopus-owned investment platform, has launched a new ‘low cost’ online-only SIPP. The firm says its new online SIPP will provide Seccl-powered investment platforms with a paperless pension solution. The Seccl SIPP is currently available to accumulation clients with a charge of 0.05% of pension portfolios (with a £1 per month minimum and £4 per […]
3 accused of involvement in £700,000 of illegal pension loans
Two former pension trustees and a professional adviser aged 85 will face court for allegedly making illegal loans and investments. The Pensions Regulator (TPR) has brought a prosecution against the three over loans and investments worth a total of £700,000. Stephen Smith, 63, of Broughton-in-Furness, Cumbria and David Boardman, 68, of Preston – trustees of […]